New Office
US Accounting, Wealth Firm Opens New Florida Office
Morrison, Brown, Argiz & Farra, an accounting and wealth planning firm, has opened a new office in Boca Raton, Florida.
The office, led by partner Marjorie Horwin, will house its
private wealth services group, providing clients with a
personalised service plan - from individual tax planning to
sophisticated estate and charitable planning strategies.
"For MBAF to be able to expand and flourish during a time of
economic recession is a notable achievement," said Tony Argiz,
managing partner of MBAF.
The group’s professional services include individual and closely
held entity planning and compliance; estate, trust, gift and
charitable tax planning, compliance and administration; family
office and concierge services, and assistance with tax-exempt
organisations.
In addition to offering private wealth services, the Boca Raton
office is also home to MBAF’s “Madoff Task Force” which was
organised in December of 2008 to help Florida investors - many of
whom live in Palm Beach County - recover tax dollars lost in the
multi-billion dollar investment scheme.
